Stock comparison
Evercore
ORIX
Scored across Buffett, Graham, Lynch and Greenblatt - plus a side-by-side metric table covering valuation, quality, growth and balance sheet.
EVR
Evercore
Market cap
$13.39B
Sector
Financials
IX
ORIX
Market cap
$43.13B
Sector
Financials
Overall winner
Evercore EVR
Wins on the combined sum of fit scores across all four strategies. Per-strategy breakdown below.
Fit scores by strategy
| Strategy | EVR | IX | Winner |
|---|---|---|---|
| Warren Buffett | 71B | 58D | EVR |
| Benjamin Graham | 74B | 54C | EVR |
| Philip Fisher | 49D | 44D | EVR |
| Peter Lynch | 26F | 39D | IX |
| Joel Greenblatt | 45D | 25F | EVR |
| Charlie Munger | 69C | 44D | EVR |
| Terry Smith | 66B | 45D | EVR |
Side-by-side metrics
| Metric | EVR | IX |
|---|---|---|
| Market cap | $13.39B | $43.13B |
| P/E (TTM) | 17.4x | 14.0x |
| EV/EBIT | 16.1x | 14.8x |
| ROIC (TTM) | 20.1% | 3.21% |
| Gross margin | 98.95% | 34.92% |
| Net margin | 16.3% | 13.44% |
| Revenue CAGR 5y | 4.08% | 8.93% |
| EPS CAGR 5y | -4.63% | 13.14% |
| Debt / Equity | 0.6x | 1.5x |
| Dividend yield | 1.01% | 2.7% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
EVR leads on
- ROIC (TTM)20.1%vs 3.21%+84%
- Gross margin98.95%vs 34.92%+65%
- Debt / Equity0.6xvs 1.5x+58%
- Net margin16.3%vs 13.44%+18%
IX leads on
- EPS CAGR 5y13.14%vs -4.63%+135%
- Market cap$43.13Bvs $13.39B+69%
- Dividend yield2.7%vs 1.01%+63%
- Revenue CAGR 5y8.93%vs 4.08%+54%
Related on invest-like
Key terms in this analysis
Educational tool. Fit scores are deterministic projections from public financials onto each investor's published criteria - not personal recommendations or advice.